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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

ALICIA ANN ZMUDA

Advisor at TRUIST ADVISORY SERVICES, INC.

GREENVILLE, SC

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Search this name across graphsid dfx:ria:c958562f-44fb-0032-e5d5-11f65058579a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 7, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRUIST ADVISORY SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 11, 2000
First registration: Jan 7, 2005
Dual registered: yes, broker-dealer
Other names: ALICIA ANN EXFORD-MILLIMAN|ALICIA ANN MILLIMAN|ALICIA ANN EXFORD
IAPD individual key: 4174510

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Nov 2, 2021	n/a	yes	GREENVILLE, SC	Current employment
BB&T SECURITIES, LLC	Former SEC adviser	May 20, 2015	Feb 17, 2021	no	CHARLOTTE, NC\|GREENVILLE, SC\|RICHMOND, VA	Previous registration
FIRST CITIZENS ASSET MANAGEMENT, INC	Bd affiliated wealth	Oct 6, 2006	May 20, 2015	no	GREENVILLE, SC\|RALEIGH, NC	Previous registration
BB&T ASSET MANAGEMENT, INC.	n/a	Jan 7, 2005	Feb 22, 2006	no	RALEIGH, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BB&T SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Feb 17, 2021	Nov 2, 2021	258	Bulk transfer	Ibd to ibd
FIRST CITIZENS ASSET MANAGEMENT, INC	BB&T SECURITIES, LLC	May 20, 2015	May 20, 2015	0	Firm change	Other
BB&T ASSET MANAGEMENT, INC.	FIRST CITIZENS ASSET MANAGEMENT, INC	Feb 22, 2006	Oct 6, 2006	226	Firm change	Other

Relationships

Registered with (4)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Nov 2, 2021 to presentfactForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
May 20, 2015 to Feb 17, 2021factForm ADV
→ FIRST CITIZENS ASSET MANAGEMENT, INCRegistered adviserregistration: previous registration
Oct 6, 2006 to May 20, 2015factForm ADV
→ BB&T ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 7, 2005 to Feb 22, 2006factForm ADV

Dated events

No dated event names this entity yet.